KRIMAK Investments was founded on February 13th, 2011 by Mayank A Patel, who is Certified Financial Planner by Profession. Mayank Patel has done his master in M.B.A in Finance in the year 2005 From Bharti Vidyapeeth Deemed University, Pune. He started his career with DSP BLACK ROCK Mutual Fund. After two years of association he joined Tata Assets Management Ltd. In 2007 where he worked for two yea
rs. Later he joined HDFC Bank for short stint of Nine Months and thereafter started his own Consultancy Firm KRIMAK Consultancy. We believe that in India there are few percentage of people focuses on financial planning or managing their investment through financial planning. Financial Planning is very important tool to achieve investor their goal. Financial planning is the process of meeting your life goal through sound investment planning of your finance. We always focuses and suggests investing your money thorough Financial Planning since Financial Planning process consists of a few steps that help you take a 'big picture' to look at where you are currently. Using the process, you can work out where you are now, what you may need in the future and what you must do to reach your goals. The process involves gathering relevant financial information, setting life goals, examining your current financial status and coming up with a strategy or plan for how you can meet your goals given your current situation and future plans. The plans are constructed after analysing family, dependents, income, expenditure, assets, liabilities, career plan, your likes and dislikes, also take into consideration other important factors like Inflation, Taxation, Liquidity, Diversification, Asset Allocation, Safety. Our Belief and Values
• We believe that the hard money earned by you should be utilized or Invest in the best way so that it will help to achieve all your financial Goals in future.
• We believe that process and Technology play a very important role in success of any firm.
• We believe that Investor’s Goal must be on priority while deciding investment products. Vision
Build Long Term Relationship by providing quality advice and service
Mission
To become one of the best Financial Consultancy Firm in terms of advice and service and heal all the financial worries of the clients in a veracious way. We are process Driven firm.
2. We have Certified Financial Planner, Who can take care of your Financial Need and Goals.
3. We have 11 years of Experience.
4. We have Technical Analyst also, who can guide you to invest in stock market.
5. We are also provides Financial Products Analysis & Consultancy.
6. Wide range of Product and Services to cater investors.
7. Available website and Customize Software to provide quality information & Service. Equity
2. Mutual Fund
3. SIP
4. Health Insurance
5. Personal Accident Policy
6. Term Plan
Our Services
1. Financial Portfolio Management
2. Goal Base Investment
• Family Protection Goal
• Retire Rich Goal
• Holiday Package Goal
• Child Higher Education Goal
• Child Marriage Corpus Goal
• Debt Management & House Hold budgeting Goal
3. Portfolio Advisory Service – Equity
4. Financial Health Check up
5. Asset Allocation Report
6. Product Analysis and Consulting of Financial Products
• Comparison and Analysis of life Insurance Products and Selection
• Comparison and Analysis of Term Plan and Selection
• Comparison and Analysis of Health Insurance Products and Selection
• Comparison and Analysis of Personal Accidental Policy and Selection
• Comparison and Analysis of Asset Class like FD, Private Comp FD, Gold,
Bit Coin, Equity, Mutual Fund, Stocks and other Financial Products.
